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# ![@thebizcomment Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1822725937915678720.png) @thebizcomment The Business Comment

The Business Comment posts on X about $cmc, taiwan semiconductor, $tsm, taiwan the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1822725937915678720/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822725937915678720/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX -XX%
- X Months XXXXXX +1,008%
- X Year XXXXXX +3,779%

### Mentions: XX [#](/creator/twitter::1822725937915678720/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822725937915678720/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +869%
- X Year XXX +4,918%

### Followers: XX [#](/creator/twitter::1822725937915678720/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822725937915678720/c:line/m:followers.svg)

- X Week XX +19%
- X Month XX +92%
- X Months XX +525%

### CreatorRank: undefined [#](/creator/twitter::1822725937915678720/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822725937915678720/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1822725937915678720/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$cmc](/topic/$cmc) #8, [taiwan semiconductor](/topic/taiwan-semiconductor) #393, [$tsm](/topic/$tsm) 3.88%, [taiwan](/topic/taiwan) #1172, [$axp](/topic/$axp) #249, [goldman sachs](/topic/goldman-sachs) #263, [$2330tw](/topic/$2330tw) #10, [$nflx](/topic/$nflx) 1.55%, [japan](/topic/japan) 1.55%, [momentum](/topic/momentum) XXXX%

**Top assets mentioned**
[Commercial Metals Company (CMC)](/topic/$cmc) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [American Express Company (AXP)](/topic/$axp) [Goldman Sachs (GS)](/topic/goldman-sachs) [Netflix Inc (NFLX)](/topic/$nflx) [Mastercard, Inc. (MA)](/topic/$ma) [ON Semiconductor, Corp. (ON)](/topic/$on)
### Top Social Posts [#](/creator/twitter::1822725937915678720/posts)
---
Top posts by engagements in the last XX hours

"$TSM Taiwan Semiconductor Manufacturing Company CEO C.C. Wei's comments on the company's unique position that enables it to gauge future semiconductor demand: ".as process technology complexity increases the engagement lead time with customer is now at least X to X years in advance. Therefore we probably get the deepest and widest look possible in the industry" Source: Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1979556799016796592) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:34Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Company Chairman and CEO C.C. Wei's comments on the company's capacity expansion plans in Arizona: ".we are close to securing a second large piece of land nearby to support our current expansion plans and provide more flexibility in response to the very strong multiyear AI-related demand. Our plan will enable TSMC to scale up through an independent giga fab cluster in Arizona to support the needs of our leading-edge customers in smartphone AI and HPC applications" Source: $TSM Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1979558112098185423) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:40Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Company Chairman and CEO C.C. Wei's comments on the company's 2-nanometer and A16 technology developments: "Our 2-nanometer and A16 technologies lead the industry in addressing sizable demand for energy-efficient computing and almost all innovators are working with TSMC. N2 is well on track for volume production later this quarter. With full year we expect a faster ramp in 2026 fueled by both smartphone and HPC AI applications. We also introduced N2P as an extension of our N2 family. N2P features further performance and power benefits on top of N2 and volume"  
[X Link](https://x.com/thebizcomment/status/1979561177350103222) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:52Z XX followers, XX engagements


"TSMC Chairman and CEO C.C. Wei on prebuild trends: "We don't worry about prebuild because when you have a prebuild you have inventory. And in this stage the inventory (is) already (at the) seasonal level and (is) very healthy. So no prebuild (worries)" $TSM Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1979938498275946635) [@thebizcomment](/creator/x/thebizcomment) 2025-10-19T15:51Z XX followers, XX engagements


""We've got great presence in small ticket payments for cross-border. We have work to do from a product standpoint on large ticket. This is where the partnership with Corpay is coming to play which is what we're doing there" - Sachin Mehra (CFO - Mastercard Inc.) $MA at the Goldman Sachs Communicopia+Technology Conference 2025"  
[X Link](https://x.com/thebizcomment/status/1974872235715576052) [@thebizcomment](/creator/x/thebizcomment) 2025-10-05T16:20Z XX followers, 1364 engagements


""We do more discovery when there isn't an explicit intent than we do when there is. We actually think of that explicit intent as a relatively subordinate use case to solve" - Greg Peters (Co-CEO - Netflix Inc.) $NFLX at the Goldman Sachs Communicopia+Technology Conference 2025"  
[X Link](https://x.com/thebizcomment/status/1975628092262785463) [@thebizcomment](/creator/x/thebizcomment) 2025-10-07T18:23Z XX followers, XX engagements


""There's things like video podcasts which we sort of see as the evolution of the talk show that we want to embrace" - Greg Peters (Co-CEO - Netflix Inc.) $NFLX at the Goldman Sachs Communicopia+Technology Conference 2025"  
[X Link](https://x.com/thebizcomment/status/1975628589719846932) [@thebizcomment](/creator/x/thebizcomment) 2025-10-07T18:25Z XX followers, XXX engagements


"$TSM Chairman and CEO C.C. Wei's comments on the company's geographic fabrication plant expansion plans during the Q3'25 earnings call: "The construction of our second fab (in Japan) has begun and the ramp schedule will be based on our customers' needs and market conditions" "In Europe we have received strong commitment from the European Commission and the German federal state and city government. Construction of our specialty fab in Dresden Germany has also started and we are progressing smoothly with our plans" "In Taiwan with support from the Taiwan government we are preparing for multiple"  
[X Link](https://x.com/thebizcomment/status/1979559570121855396) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:45Z XX followers, XX engagements


"$TSM Chairman and CEO C.C. Wei's comments on the company's geographic fabrication plant expansion plans during the Q3'25 earnings call: "The construction of our second fab (in Japan) has begun and the ramp schedule will be based on our customers' needs and market conditions" "In Europe we have received strong commitment from the European Commission and the German federal state and city government. Construction of our specialty fab in Dresden Germany has also started and we are progressing smoothly with our plans" "In Taiwan with support from the Taiwan government we are preparing for multiple"  
[X Link](https://x.com/thebizcomment/status/1979559572491698193) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:45Z XX followers, XX engagements


""The momentum we've seen from younger customers also continued (during Q3 2025). Millennials and Gen Z now account for XX% of total spend making up the same share as Gen X" - Christophe Le Caillec (CFO - American Express Co.) $AXP Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980292585500643697) [@thebizcomment](/creator/x/thebizcomment) 2025-10-20T15:18Z XX followers, XX engagements


"".we see strong engagement from millennial and Gen Z card members with the average number of transactions per U.S. customer about XX% higher than older cohorts" - Christophe Le Caillec (CFO - American Express Co.) $AXP Q3'25 earnings call /2"  
[X Link](https://x.com/thebizcomment/status/1980292940590428174) [@thebizcomment](/creator/x/thebizcomment) 2025-10-20T15:20Z XX followers, XX engagements


""In combination with our recently announced acquisition of CP&P the addition of Foley will create a high-quality large-scale platform in the strategically attractive precast industry." - Peter Matt (CEO - Commercial Metals Co.) $CMC Q4'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980641723668918321) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T14:26Z XX followers, XX engagements


""The lower capital intensity of these businesses also means they require less reinvestment to maintain operations and less capital commitment to grow organically enhancing free cash flows" $CMC Q4'25 earnings call /5"  
[X Link](https://x.com/thebizcomment/status/1980643362832326750) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T14:32Z XX followers, XX engagements


""It's worth noting Foley's EBITDA margins are X to XX percentage points higher than those of many blue-chip building products and construction material companies that routinely trade at XX to 16x forward EBITDA" $CMC Q4'25 earnings call /6"  
[X Link](https://x.com/thebizcomment/status/1980644422703542694) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T14:36Z XX followers, XX engagements


"We have pieced together Taiwan Semiconductor Manufacturing Company $TSM CEO C.C. Wei's comments during the company's Q3'25 earnings call on semiconductor demand trends: "We continue to observe robust AI-related demand throughout 2025 while non-AI end market segment(s) have bottomed out and are seeing a mild recovery" "The explosive growth in token volume demonstrate the increasing consumer AI model adoption which means more and more computation is needed leading to more leading-edge silicon demand" ".enterprise AI is another source of demand. In addition we continue to observe the rising"  
[X Link](https://x.com/thebizcomment/status/1979555390804410405) [@thebizcomment](/creator/x/thebizcomment) 2025-10-18T14:29Z XX followers, XXX engagements


"Taiwan Semiconductor Manufacturing Company Chairman and CEO C.C. Wei on being confident in achieving a XX% CAGR in data center AI growth until 2029 despite limited opportunity from China at the moment: "I have confidence on my customers both in graphic or in ASIC they are all performing well. And so if the China market is not available but I still think the AI's growth will be very dramatically and as I said very positive and I have confidence that our customers' performance and they will continue to grow and we will support them" $TSM Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1979918999485108306) [@thebizcomment](/creator/x/thebizcomment) 2025-10-19T14:34Z XX followers, XX engagements


""We acquired XXX million new cards in the quarter.Demand for our premium products remain very strong with over XX% of new accounts acquired on fee-paying products" - Christophe Le Caillec (CFO - American Express Co.) $AXP Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980294177863987346) [@thebizcomment](/creator/x/thebizcomment) 2025-10-20T15:24Z XX followers, XX engagements


""The biggest share and the one that is moving from one quarter to another when it comes to marketing (spend) is the size of the welcome incentives" - Christophe Le Caillec (CFO - American Express Co.) $AXP Q3'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980320798176080150) [@thebizcomment](/creator/x/thebizcomment) 2025-10-20T17:10Z XX followers, XX engagements


""Upon closing both transactions CMC will be the third largest precast player in the U.S. and a leader across the Mid-Atlantic and Southeast supported by XX facilities across XX states" $CMC Q4'25 earnings call /2"  
[X Link](https://x.com/thebizcomment/status/1980641984881795367) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T14:27Z XX followers, XX engagements


"".the creation of the new precast platform meaningfully shifts the composition of CMC earnings increases margin levels and free cash flow capabilities and importantly should reduce earnings and cash flow volatility in our business" - Paul Lawrence (CFO - Commercial Metals Co.) $CMC Q4'25 earnings call /4"  
[X Link](https://x.com/thebizcomment/status/1980642937789903349) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T14:30Z XX followers, XX engagements


"".we see substantial pent-up demand particularly within nonresidential markets. This view is supported by historic stride in the Dodge Momentum Index (DMI) as well as recent conversations with many of our largest customers. The DMI leads construction activity by XX to XX months and reached a record high in September driven by growth that was broad-based across several market segments. Additionally our customers are increasingly bullish as they experience a large inflow of projects into the pipeline related to energy generation reshoring advanced manufacturing and LNG infrastructure" - Peter"  
[X Link](https://x.com/thebizcomment/status/1980654665697226758) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T15:17Z XX followers, X engagements


"".over $X trillion of corporate investments across AI manufacturing shipping and logistics and energy have been announced in calendar 2025. Commencement of even a handful of related mega projects could provide a meaningful demand catalyst for CMC's products in the quarters ahead" - Peter Matt (CEO - Commercial Metals Co.) $CMC Q4'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980659140029796530) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T15:35Z XX followers, X engagements


""Residential markets have been lackluster I would say. And a lot of that is tied to interest rates.And remember that we have a deficit of X million to X million homes in this country. So there's absolutely a demand backdrop that warrants the residential spending. And we just have to get to a place where the economics support that. But we think we're going to see that as rates continue to drift down" - Peter Matt (CEO - Commercial Metals Co.) $CMC Q4'25 earnings call"  
[X Link](https://x.com/thebizcomment/status/1980659140080046190) [@thebizcomment](/creator/x/thebizcomment) 2025-10-21T15:35Z XX followers, X engagements